Client Experience & Onboarding Specialist (Waverley Council)

Client Experience & Onboarding Specialist (Waverley Council)

15 Aug
|
Elan Services
|
Waverley Council

15 Aug

Elan Services

Waverley Council

Elan Services Pty Ltd. is seeking a skilled Client Services Officer in NSW, Australia. The role focuses on seamless service delivery, advice implementation, and ongoing client engagement, with emphasis on initiative and relationship-building.

Responsibilities include supporting advisers, onboarding clients, maintaining CRM data, and ensuring regulatory compliance. Prior finance or client support experience and experience with Xplan are preferred.

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📌 Client Experience & Onboarding Specialist (Waverley Council)
🏢 Elan Services
📍 Waverley Council

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